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PUTNAM — Raymond Perry, AVP – Investment Services, Putnam Bank Investment Executive, was recently honored with a 2014 Five Star Wealth Manager Award. He is a four-year winner. This award is the largest and most widely published financial services award program in North America. Candidates are nominated by their firms and peers and evaluated against 10 objective eligibility and evaluation criteria.
Perry has been an employee of Putnam Bank through Infinex Financial Group for 10 years and works with retirement accounts, mutual funds, annuities, life insurance, long-term care insurance and stocks and bonds.